In a market concerned with earnings, the more I run through the fundamentals, the more I like the plays surrounding tapping into energy, and building power plants. As I mentioned to you in a pm, heavy construction benefits from from lower interest rates. Then, where can one justify continued growth, and therefore improved revenues? Again, we come back to the ramp up for more electricity and gas, in a political environment that supports such efforts.
My favorite plays here are JEC, EME, and EPG. Any/all imput from the board is welcome.
Donna
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